AdviceOne, LLC
Description
Address: 100 Western Blvd, Glastonbury, CT 06033 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (860) 659-4900: Category: : Hours: Website: : : : : Place name: Website: http://www.adviceoneretirement.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of AdviceOne LLC Posting publicly on the Web Write a review Reviews 3 Google reviews
AdviceOne, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AdviceOne, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AdviceOne, LLC Employees
Employee
Years
Job
Industry
Sherry Small Sherry Small's AdviceOne, LLC Experience April 2015 - September 2015
Job Research Assistant at Yale University
Industry Research
Experience
Yale University September 2015 - Present
AdviceOne LLC April 2015 - September 2015
Burtons Grill, LLC August 2012 - December 2014
Ruby Tuesday July 2011 - November 2013
Skills
Hospitality, Outstanding..., Organization, Leadership, Creativity, Highly motivated..., Customer Service, At Multitasking, Planning & Scheduling, Phone Etiquette
Education
Sacred Heart University 2014 — 2015
Master of Science (M.S.), Applied Psychology, 4.0
University of Connecticut 2009 — 2014
Bachelor of Science (BS), Psychology (Minor in Cognitive Science), 3.7
University of Connecticut 2009 — 2014
Bachelor of Science (BS), Biology/Biological Sciences, General (Minor in Neuroscience), 3.2
Middletown High School 2005 — 2009
High School Diploma
Yale University September 2015 - Present
AdviceOne LLC April 2015 - September 2015
Burtons Grill, LLC August 2012 - December 2014
Ruby Tuesday July 2011 - November 2013
Skills
Hospitality, Outstanding..., Organization, Leadership, Creativity, Highly motivated..., Customer Service, At Multitasking, Planning & Scheduling, Phone Etiquette
Education
Sacred Heart University 2014 — 2015
Master of Science (M.S.), Applied Psychology, 4.0
University of Connecticut 2009 — 2014
Bachelor of Science (BS), Psychology (Minor in Cognitive Science), 3.7
University of Connecticut 2009 — 2014
Bachelor of Science (BS), Biology/Biological Sciences, General (Minor in Neuroscience), 3.2
Middletown High School 2005 — 2009
High School Diploma
Stephanie Martini Stephanie Martini's AdviceOne, LLC Experience May 2014 - December 2014
Job Intern at Region 16
Industry Education Management
Experience
Region 16 January 2015 - Present
AdviceOne, LLC May 2014 - December 2014
UCONN Student Involvement Office August 2013 - May 2014
Lupus Foundation of America, Connecticut Chapter, Inc. May 2013 - May 2014
UCONN Waterbury Student Services August 2011 - May 2012
Minuteman Press Inc February 2009 - October 2010
Skills
Social Media Marketing, Event Management, Project Planning, Event Planning, Nonprofits, Social Networking, Marketing, Communication, Group Work, Public Speaking, Writing, Friendly Personality, Teamwork, Advertising, English, English grammar, Microsoft Office, News Writing, Organization, Speech Writing, Administrative Office..., Outcome focused, Customer Service, Pinterest, Facebook, Press Releases, Journalism, Interpersonal..., Gender Studies, Establishing..., Media Relations, Public Relations, Blogging, Project Coordination
Education
University of Bridgeport 2015 — 2015
Master’s Degree, Elementary Education and Teaching
The University of Connecticut 2010 — 2014
Bachelor of Arts (B.A.), Communications
The University of Connecticut 2010 — 2014
Bachelor's degree, English Language and Literature/Letters
Region 16 January 2015 - Present
AdviceOne, LLC May 2014 - December 2014
UCONN Student Involvement Office August 2013 - May 2014
Lupus Foundation of America, Connecticut Chapter, Inc. May 2013 - May 2014
UCONN Waterbury Student Services August 2011 - May 2012
Minuteman Press Inc February 2009 - October 2010
Skills
Social Media Marketing, Event Management, Project Planning, Event Planning, Nonprofits, Social Networking, Marketing, Communication, Group Work, Public Speaking, Writing, Friendly Personality, Teamwork, Advertising, English, English grammar, Microsoft Office, News Writing, Organization, Speech Writing, Administrative Office..., Outcome focused, Customer Service, Pinterest, Facebook, Press Releases, Journalism, Interpersonal..., Gender Studies, Establishing..., Media Relations, Public Relations, Blogging, Project Coordination
Education
University of Bridgeport 2015 — 2015
Master’s Degree, Elementary Education and Teaching
The University of Connecticut 2010 — 2014
Bachelor of Arts (B.A.), Communications
The University of Connecticut 2010 — 2014
Bachelor's degree, English Language and Literature/Letters
Jennifer McCart Jennifer McCart's AdviceOne, LLC Experience September 2011 - April 2012
Job Communications Specialist
Industry Government Relations
Experience
United States Marine Corps October 2012 - September 2015
AdviceOne LLC September 2011 - April 2012
Rasmussen College August 2009 - June 2011
HiFX June 2007 - May 2009
HiFX November 2006 - July 2007
California Alumni Association 2005 - 2006
Staples 2005 - 2006
UC Berkeley 2004 - 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Marketing, Administrative..., Photoshop, Workshop Facilitation, FileMaker, Microsoft Publisher, Mac, Retail, Statistics, Management, Time Management, Leadership, Public Speaking, Sales, Event Planning, Salesforce.com
Education
Troy University 2011 — 2013
Masters of Public Administration, Public Management & Government Contracting, 4.0
University of California, Berkeley 2001 — 2005
BA, Rhetoric
University of California, Berkeley 2001 — 2005
BA, Political Science
San Joaquin Delta College 1998 — 2001
AA, General Education
United States Marine Corps October 2012 - September 2015
AdviceOne LLC September 2011 - April 2012
Rasmussen College August 2009 - June 2011
HiFX June 2007 - May 2009
HiFX November 2006 - July 2007
California Alumni Association 2005 - 2006
Staples 2005 - 2006
UC Berkeley 2004 - 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Marketing, Administrative..., Photoshop, Workshop Facilitation, FileMaker, Microsoft Publisher, Mac, Retail, Statistics, Management, Time Management, Leadership, Public Speaking, Sales, Event Planning, Salesforce.com
Education
Troy University 2011 — 2013
Masters of Public Administration, Public Management & Government Contracting, 4.0
University of California, Berkeley 2001 — 2005
BA, Rhetoric
University of California, Berkeley 2001 — 2005
BA, Political Science
San Joaquin Delta College 1998 — 2001
AA, General Education
Chrissy Canapari Chrissy Canapari's AdviceOne, LLC Experience January 2001 - December 2003
Job Financial Advisor at StrategicPoint Investment Advisors
Industry Financial Services
Experience
StrategicPoint Investment Advisors 2003 - Present
AdviceOne LLC January 2001 - December 2003
Allmerica Financial January 1999 - December 2001
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment...
Education
The George Washington University
StrategicPoint Investment Advisors 2003 - Present
AdviceOne LLC January 2001 - December 2003
Allmerica Financial January 1999 - December 2001
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment...
Education
The George Washington University
Danielle DePaolo Danielle DePaolo's AdviceOne, LLC Experience September 2011 - August 2013
Job Real Estate Agent with Bodeau Realty Group at William Raveis Real Estate and Owner of DLD Virtual Assisting
Industry Real Estate
Experience
Bodeau Realty Group at William Raveis Real Estate September 2014 - Present
DLD Virtual Assisting August 2013 - Present
AdviceOne, LLC September 2011 - August 2013
Connecticut Convention Center November 2009 - August 2011
Connecticut Convention Center November 2009 - January 2011
Bare Escentuals June 2008 - November 2009
Accu-Vision Center February 2005 - June 2008
Skills
Sales, Management, Hospitality, Outlook, Trade Shows, Marketing, Microsoft Office, PowerPoint, Customer Service, Social Media, Microsoft Word, Budgets, Microsoft Excel, Marketing Communications, Public Speaking, Social Media Marketing, Training, First Time Home Buyers, Investment Properties, Real Estate
Education
Albertus Magnus College 2010 — 2013
Bachelor of Science, Business Administration
Tunxis Community College 2006 — 2009
Associates, Business Administration
Bodeau Realty Group at William Raveis Real Estate September 2014 - Present
DLD Virtual Assisting August 2013 - Present
AdviceOne, LLC September 2011 - August 2013
Connecticut Convention Center November 2009 - August 2011
Connecticut Convention Center November 2009 - January 2011
Bare Escentuals June 2008 - November 2009
Accu-Vision Center February 2005 - June 2008
Skills
Sales, Management, Hospitality, Outlook, Trade Shows, Marketing, Microsoft Office, PowerPoint, Customer Service, Social Media, Microsoft Word, Budgets, Microsoft Excel, Marketing Communications, Public Speaking, Social Media Marketing, Training, First Time Home Buyers, Investment Properties, Real Estate
Education
Albertus Magnus College 2010 — 2013
Bachelor of Science, Business Administration
Tunxis Community College 2006 — 2009
Associates, Business Administration
Margaret Keane Margaret Keane's AdviceOne, LLC Experience May 2014 - December 2014
Job Bryant University
Industry Marketing and Advertising
Experience
AdviceOne LLC May 2014 - December 2014
American Lung Association of the Northeast November 2012 - February 2014
Natural Nutmeg Magazine March 2013 - September 2013
Canton Parks and Recreation June 2010 - September 2013
Town of Canton, Town Hall December 2011 - January 2013
Stepping Stones Educational Center September 2008 - April 2010
Skills
Excel, Logo Design, Advertising, Musical Theatre, Event Planning, Event Management, Event Marketing, Photography, Working With Children, Team Leadership, Leadership Development, Situational Leadership, Writing Skills, Research, Social Media Marketing, Microsoft Excel
Education
Bryant University 2010 — 2014
Bachelor's Degree, Business Administration, Major: Marketing Minors: Finance and Communications
Canton High School 2007 — 2010
High School Diploma
AdviceOne LLC May 2014 - December 2014
American Lung Association of the Northeast November 2012 - February 2014
Natural Nutmeg Magazine March 2013 - September 2013
Canton Parks and Recreation June 2010 - September 2013
Town of Canton, Town Hall December 2011 - January 2013
Stepping Stones Educational Center September 2008 - April 2010
Skills
Excel, Logo Design, Advertising, Musical Theatre, Event Planning, Event Management, Event Marketing, Photography, Working With Children, Team Leadership, Leadership Development, Situational Leadership, Writing Skills, Research, Social Media Marketing, Microsoft Excel
Education
Bryant University 2010 — 2014
Bachelor's Degree, Business Administration, Major: Marketing Minors: Finance and Communications
Canton High School 2007 — 2010
High School Diploma
Caitlin Eastwood, MBA Caitlin Eastwood, MBA's AdviceOne, LLC Experience March 2013 - October 2014
Job Customer Service Analyst at Unilever
Industry Logistics and Supply Chain
Experience
Unilever October 2014 - Present
AdviceOne LLC March 2013 - October 2014
OceanCliff November 2012 - May 2013
Salve Regina University September 2008 - May 2013
Marketing & Events November 2012 - March 2013
Marketing & Events January 2012 - May 2012
Salve Regina University August 2011 - November 2011
Boat Nanny May 2011 - August 2011
Skills
InDesign, Illustrator, Photoshop, PowerPoint, Word, Excel, SPSS, Microsoft Word, Microsoft Excel, Marketing, Press Releases, Editing, Photography, Marketing Strategy, Facebook, Outlook, Advertising
Education
Salve Regina University 2012 — 2013
Master of Business Administration (M.B.A.)
Salve Regina University 2008 — 2012
Bachelor of Science (BS), Marketing, 3.59
Seymour High School 2004 — 2008
Unilever October 2014 - Present
AdviceOne LLC March 2013 - October 2014
OceanCliff November 2012 - May 2013
Salve Regina University September 2008 - May 2013
Marketing & Events November 2012 - March 2013
Marketing & Events January 2012 - May 2012
Salve Regina University August 2011 - November 2011
Boat Nanny May 2011 - August 2011
Skills
InDesign, Illustrator, Photoshop, PowerPoint, Word, Excel, SPSS, Microsoft Word, Microsoft Excel, Marketing, Press Releases, Editing, Photography, Marketing Strategy, Facebook, Outlook, Advertising
Education
Salve Regina University 2012 — 2013
Master of Business Administration (M.B.A.)
Salve Regina University 2008 — 2012
Bachelor of Science (BS), Marketing, 3.59
Seymour High School 2004 — 2008
Allison Luttermoser Allison Luttermoser's AdviceOne, LLC Experience March 2010 - August 2011
Job Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors May 2015 - Present
Crimson Peak, LLC June 2013 - May 2015
Winchester Capital Partners August 2011 - April 2013
AdviceOne, LLC March 2010 - August 2011
Skills
Wealth Management, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Investment Advisory, Financial Services, Financial Advisory, Financial Modeling, Strategic Financial..., Asset Management, Due Diligence, Investment Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2009
Bachelor's Degree, Finance and Financial Management Services
CERAM Sophia Antipolis 2008 — 2008
Accounting and Business/Management
Provenance Wealth Advisors May 2015 - Present
Crimson Peak, LLC June 2013 - May 2015
Winchester Capital Partners August 2011 - April 2013
AdviceOne, LLC March 2010 - August 2011
Skills
Wealth Management, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Investment Advisory, Financial Services, Financial Advisory, Financial Modeling, Strategic Financial..., Asset Management, Due Diligence, Investment Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2009
Bachelor's Degree, Finance and Financial Management Services
CERAM Sophia Antipolis 2008 — 2008
Accounting and Business/Management
Laura Kompanik's AdviceOne, LLC Experience November 2001 - April 2003
Job Account Director at Ashfield Healthcare Communications, UDG Healthcare
Industry Pharmaceuticals
Experience
Ashfield, part of UDG Healthcare plc September 2013 - Present
Infusion Communications, An Informed Group Company May 2010 - September 2013
MedKnowledge Communications, LLC 2003 - May 2010
AdviceOne LLC November 2001 - April 2003
Skills
Marketing Communications, Product Launch, Marketing Strategy, Interactive Marketing, Account Management, Digital Marketing, Marketing Management, Segmentation, Customer Insight, Business Strategy, Management, Strategic Planning, Forecasting, New Business Development, Leadership, Sales, Marketing, Pharmaceutical Industry, Strategy
Education
Fairfield University 1997 — 2001
BS, Marketing
Ashfield, part of UDG Healthcare plc September 2013 - Present
Infusion Communications, An Informed Group Company May 2010 - September 2013
MedKnowledge Communications, LLC 2003 - May 2010
AdviceOne LLC November 2001 - April 2003
Skills
Marketing Communications, Product Launch, Marketing Strategy, Interactive Marketing, Account Management, Digital Marketing, Marketing Management, Segmentation, Customer Insight, Business Strategy, Management, Strategic Planning, Forecasting, New Business Development, Leadership, Sales, Marketing, Pharmaceutical Industry, Strategy
Education
Fairfield University 1997 — 2001
BS, Marketing
Brian Joel Waddell's AdviceOne, LLC Experience July 2011 - December 2011
Job Financial Services Representative at New England Financial Group, and office of MetLife
Industry Financial Services
Experience
New England Financial Group, and office of MetLife July 2012 - Present
Hartford Young Professionals and Entrepreneurs 2013 - 2013
AdviceOne, LLC July 2011 - December 2011
Instituto Centro Colombo Americano 2006 - 2007
Education
Central Connecticut State University 2007 — 2010
Bachelor of Science (B.S.), International Business and Management
Universidad Autonoma de Bucaramanga 2007 — 2008
Certificate of Advanced Spanish, Spanish Language and Literature
MHS
MHS
MHS
New England Financial Group, and office of MetLife July 2012 - Present
Hartford Young Professionals and Entrepreneurs 2013 - 2013
AdviceOne, LLC July 2011 - December 2011
Instituto Centro Colombo Americano 2006 - 2007
Education
Central Connecticut State University 2007 — 2010
Bachelor of Science (B.S.), International Business and Management
Universidad Autonoma de Bucaramanga 2007 — 2008
Certificate of Advanced Spanish, Spanish Language and Literature
MHS
MHS
MHS
Shannon Rooney's AdviceOne, LLC Experience May 2013 - August 2014
Job Client Service Representative at Symmetry Partners
Industry
Experience
Symmetry Partners August 2014 - Present
AdviceOne LLC May 2013 - August 2014
State of Connecticut January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Manchester High School 2005 — 2009
Symmetry Partners August 2014 - Present
AdviceOne LLC May 2013 - August 2014
State of Connecticut January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Manchester High School 2005 — 2009